See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,237 | $107,934-85.9% | $91,989-83.4% | $152,861-90.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 6.43% | 89.24%-82.8pp | 69.02%-62.6pp | 345.32%-338.9pp |
| Employer contribution / active EE | $540 | $4,210-87.2% | $3,452-84.4% | $4,762-88.7% |
| Participant deferral / active EE | $729 | $6,364-88.5% | $5,923-87.7% | $5,850-87.5% |
| Admin fee / account holder | $9 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |